Key Forms (In Alphabetical Order)

Please note: W.E.F. November 1, 2015, it is mandatory for NEW Investors to provide additional KYC, FATCA and Beneficial Ownership (UBO) details. Failing these the applications will be rejected. Click here for the guidelines.

Instructions:
Please fill up pages 23-26 of this Form, for your initial investment. Page 27 contains a grid which mentions the relevant documentation to be attached alongwith the Form. In case you desire to undertake an SIP, please fill up page 43-44 too.

In case you are submitting both the applications (Lumpsum + SIP) concurrently, you need not attach two separate cheques, as long as you are using the same bank account for both the transactions.

You may either 'Hand-Deliver' it to your nearest CAMS Investor Service Centre or send it vide courier to:

We have recently commissioned TRACKON EXPRESS COURIER & CARGO to pick up Application Forms of Parag Parikh Long Term Equity Fund from your office / residence in Pune and deliver them to the Pune Investor Service Centre of CAMS. Know more here.

Filling and submitting this 'One Time Mandate' Form will give you the flexibility regarding the amount that you wish to invest in our scheme.

You can authorise the bank to accept any investment instruction upto a pre-decided maximum amount. Investments can currently be undertaken offline or online. We will extend this facility to transactions over SMS or telephone, in the future.

This can be submitted either in addition to the SIP Form or in lieu of one.

Filling and submitting this 'One Time Mandate' Form will give you the flexibility regarding the amount that you wish to invest in our scheme.

You can authorise the bank to accept any investment instruction upto a pre-decided maximum amount. Investments can currently be undertaken offline or online. We will extend this facility to transactions over SMS or telephone, in the future.

This can be submitted either in addition to the SIP Form or in lieu of one.